QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

21,674 signal articles · 522 in last 24h · 105,455 total before filter · latest 1h ago
522last 24h
2482last 7d
485● bullish (7d)
259● bearish (7d)
200publishers
AllMacro169Earnings1531M&A138Regulatory14Product8Analyst23
✕ clear all filtersticker: BABASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Alibaba Chip Smuggling Allegations Raise Fresh Questions For AI Growth Narrative
Simply Wall St.90d agoneutral
Alibaba Chip Smuggling Allegations Raise Fresh Questions For AI Growth Narrative

US authorities are investigating a reported US$2.5b smuggling scheme involving advanced Nvidia chips shipped to China. Alibaba Group Holding (NYSE:BABA) has been cited as a possible end customer in the inquiry. The company has publicly denied any involvement or business relationship with the parties mentioned in the alleged scheme. Alibaba is a major Chinese technology group with businesses across e commerce, cloud computing, and digital services, so any link to restricted AI hardware...

US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand
Bloomberg90d agoneutral
US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors
Insider Monkey91d agoneutral
Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors

Alibaba Group Holding Limited (NYSE:BABA) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. On April 16, Robin Zhu, an analyst at Bernstein, lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) from $190 to $180 while maintaining a Buy rating. A day before the price target cut, Bloomberg […]

SoftBank Stock Surges on Chip Optimism
The Wall Street Journal91d agobullish
SoftBank Stock Surges on Chip Optimism

Shares in tech investor SoftBank Group jumped 18.4% in Tokyo today, marking their biggest gain since the pandemic. The move helped drive the Nikkei 225 5.6% higher to close at a record level. It came on the heels of a surge in optimism in chip stocks in the U.S., after shares in AMD and other chip makers rose following results late Tuesday.

Alibaba Cloud And AI Expansion Reshapes Long Term Investor Trade Offs
Simply Wall St.91d agoneutral
Alibaba Cloud And AI Expansion Reshapes Long Term Investor Trade Offs

Alibaba Group Holding (NYSE:BABA) is expanding its global cloud footprint with new data center regions in Brazil, France, and the Netherlands. The company is increasing capital expenditure to support rising AI infrastructure demand across international markets. Alibaba has designated Hong Kong as its base for international expansion, securing prime office space for its global headquarters. Chinese CIOs rank Alibaba among the top companies for expected AI spending, reinforcing its role in...

Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost.
Barrons.com94d agobullish
Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost.

In South Korea, fellow chip makers SK Hynix and Samsung Electronics rose 13% and 5.4%, respectively, helping propel the benchmark index to another record high. Many major Asian indexes were closed on Friday for the May Day holiday, meaning investors were playing catch-up—and opted to double down on some of the chip makers and Big Tech names benefiting from the AI boom when they returned. President Donald Trump on Sunday laid out a plan to escort commercial vessels through the waterway, although tensions escalated after Asian markets closed on Monday when Iranian state media reported that two missiles had hit a U.S. frigate.

Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
Reuters94d agoneutral
Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation

Chinese robotics startup Linkerbot, the global market leader in highly dexterous robotic hands for humanoids, will seek a $6 billion valuation in its next financing round, double the valuation in a just-closed funding, the company said. Beijing-based Linkerbot completed what it called ‌a "series B+" funding round last week that valued it at $3 billion. It did not say when the next funding round will be launched or ‌whether it was targeting the previously undisclosed $6 billion valuation in a private investment round or in an initial public offering.

Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
Reuters94d agoneutral
Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation

Chinese robotics startup Linkerbot, the global market leader in highly dexterous robotic hands for humanoids, will seek a $6 billion valuation in its next financing round, double the valuation in a just-closed funding, the company said. Beijing-based Linkerbot completed what it called ‌a “series B+” funding round last week that valued it at $3 billion. It did not say when the next funding round will be launched or ‌whether it was targeting the previously undisclosed $6 billion valuation in a private investment round or in an initial public offering.

Will Alibaba’s Accio Work AI Push Into B2B Commerce Change Alibaba Group Holding’s (BABA) Narrative?
Simply Wall St.95d agoneutral
Will Alibaba’s Accio Work AI Push Into B2B Commerce Change Alibaba Group Holding’s (BABA) Narrative?

Alibaba International Digital Commerce Group recently reported that over 230,000 businesses worldwide have deployed its Accio Work autonomous Agentic Business Teams, and in late April it expanded Accio Work to let B2B sellers manage their Alibaba.com stores and launched the Accio Launchpad program for non-product-focused enterprises. A recent case study from the Mucha Foundation Art Museum in Prague highlights how Accio Work’s agent team handled thousands of production steps to turn an...

Is Alibaba Group Holding Limited (BABA) A Good Stock To Buy Now?
Insider Monkey95d agobullish
Is Alibaba Group Holding Limited (BABA) A Good Stock To Buy Now?

Is BABA a good stock to buy? We came across a bullish thesis on Alibaba Group Holding Limited on Coughlin Cap’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on BABA. Alibaba Group Holding Limited’s share was trading at $135.38 as of April 21st. BABA’s trailing and forward P/E were 24.68 and 20.58 respectively according to […]

Is Now The Right Time To Consider Alibaba Group Holding (NYSE:BABA) After Recent Share Weakness?
Simply Wall St.98d agoneutral
Is Now The Right Time To Consider Alibaba Group Holding (NYSE:BABA) After Recent Share Weakness?

This article looks at whether Alibaba Group Holding is attractively priced or already fully valued by examining what the current market price might be implying about the stock. Alibaba's shares recently closed at US$130.43, with returns of a 4.4% decline over the past 7 days, 6.9% over 30 days, a 16.3% decline year to date, 11.0% over 1 year, 68.4% over 3 years and a 39.5% decline over 5 years. Recent headlines around Alibaba have focused on its position as a major Chinese e-commerce and...